Data Business Analyst (Wealth Management) - Financial Services - London/Hybrid - Contract
Posted 1 day ago by Mansion House Consulting
Negotiable
Inside
Hybrid
London, UK
Summary: The Data Business Analyst role focuses on contributing to a leading Financial Services Consultancy in the UK, specifically within the wealth management sector. The position requires a blend of analytical skills and stakeholder management to address business and data requirements effectively. The role is hybrid, with a requirement to work on-site three days a week in London. This contract position is classified as inside IR35.
Key Responsibilities:
- Understand wealth management products, services, and regulatory requirements.
- Familiarity with investment vehicles, portfolio management, client onboarding, compliance, and reporting.
- Manage stakeholders by eliciting, documenting, and prioritising business and data requirements.
- Facilitate workshops and interviews to gather user needs and pain points.
- Analyse and interpret large datasets relevant to clients, portfolios, transactions, and market activity.
- Use data visualisation tools (e.g., Power BI, Tableau) to communicate findings.
- Work with structured and unstructured data from multiple sources.
- Understand data flows between systems and business units, identifying gaps or inefficiencies.
- Apply data governance principles, including data ownership, stewardship, and lineage.
- Define and document data quality rules, monitor data quality, and implement remediation processes.
- Utilise SQL for querying datasets and validating business requirements.
Key Skills:
- Understanding of wealth management products, services, and regulatory requirements.
- Familiarity with investment vehicles, portfolio management, client onboarding, compliance, and reporting.
- Strong stakeholder management skills.
- Experience facilitating workshops and interviews.
- Proficiency in analysing and interpreting large datasets.
- Ability to use data visualisation tools (e.g., Power BI, Tableau).
- Experience with structured and unstructured data.
- Understanding of data flows between systems and business units.
- Knowledge of data governance principles.
- Ability to define and document data quality rules.
- Familiarity with SQL.
Salary (Rate): undetermined
City: London
Country: UK
Working Arrangements: hybrid
IR35 Status: inside IR35
Seniority Level: undetermined
Industry: Other
Data Business Analyst (Wealth Management) - Financial Services - London/Hybrid - Contract - Inside IR35
Are you a passionate and confident Data Business Analyst ready to make a significant contribution working for one of the UK's fastest growing Financial Services Consultancies?
Then read on!
I'm hiring a Data Business Analyst to join a global Financial Services Consultancy.
The knowledge, experience and qualifications you need:
- Understanding of wealth management products, services, and regulatory requirements.
- Familiarity with investment vehicles, portfolio management, client onboarding, compliance, and reporting.
- Strong stakeholder management skills, including the ability to elicit, document, and prioritise business and data requirements from diverse groups.
- Experience facilitating workshops and interviews to understand user needs and pain points.
- Proficiency in analysing and interpreting large datasets relevant to clients, portfolios, transactions, and market activity.
- Ability to use data visualisation tools (eg, Power BI, Tableau) to communicate findings effectively.
- Experience working with structured and unstructured data from multiple sources.
- Understand how data flows between systems and business units, identifying gaps or inefficiencies.
- Knowledge of data governance principles, including data ownership, data stewardship, and data lineage.
- Ability to define and document data quality rules, monitor data quality, and implement remediation processes.
- Familiarity with SQL for querying datasets and validating business requirements.
London based/Hybrid. 3 days a week on-site.
Please apply now for immediate consideration.